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Strategic Blueprint’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Strategic Blueprint’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Hold
9,161
– – 0.01% 630
2026
Q1 		$235K Hold
9,161
– – 0.01% 584
2025
Q4 		$235K Buy
9,161
+780
+9% +$20K 0.01% 584
2025
Q3 		$215K Hold
8,381
– – 0.01% 685
2025
Q2 		$215K Buy
+8,381
New +$214K 0.01% 646

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Blueprint's IBMO Position: Q2 2026 in Review

Strategic Blueprint held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 9,161 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #630.

Strategic Blueprint first reported a position in IBMO in Q2 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Strategic Blueprint held 9,161 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $235K as of Q2 2026.
  • Strategic Blueprint left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Strategic Blueprint's portfolio in Q2 2026, its #630 holding.
  • Strategic Blueprint first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.